Pathway to Chartered

K2 Leisure Centre
Monday, 18 June 2018
9:00 am – 4:45 pm
    • John Trayner, CII Approved Trainer

Are you ready to take the next step towards your Advanced Diploma in Financial Planning or Chartered PFS qualifications, but unsure of which path is the right one for you?

Or, do you want to find out more about the Chartered exams?

If so, join us on Monday 18 June 2018, as John Trayner explores the different options available.

Designed primarily for individuals who have already completed their Diploma in Regulated Financial Planning, this free one-day workshop will provide taster sessions on the three main work streams for:

  • tax

  • investments and

  • pensions

It will give delegates the opportunity to decide which exam they should take first and plan their own route to Chartered status.

The session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing six hours' CPD.

The day includes all tuition, tea/coffee on arrival and during formal breaks and a buffet lunch. If you would like to join us for this event, please click on the Book Now button below.

Workshop objectives

By attending this event you will:

  • know the requirements to complete the Advanced Diploma in Financial Planning and/or Chartered status

  • know the content of the different AF exams

  • understand how combining different exams can accelerate your progress

  • be able to identify suitable training opportunities to achieve your goal

  • understand how to make your studies more effective

Other Information
There is ample free on-site parking at the venue.

Please note that this event will take place on the 1st floor at K2. A lift will normally be available for delegates to access the training, but stairs will need to be used in the event of an emergency evacuation of the building.

Full joining instructions will be sent to delegates ahead of the event.

About our speaker
John has 40 years’ experience in insurance and financial services. Not surprisingly most of his former employers no longer exist because of mergers and takeovers. For example he joined Leeds Permanent Building Society in 1986 and at retirement was working for Lloyds Banking group even though he’d never changed employers! The last 15 years were spent in the training department specialising in professional exams.

Not wishing to spend retirement watching daytime TV he decided to become a freelance trainer specialising in helping people to pass the CII’s Financial Services exams.

John is a Chartered Insurance Practitioner and a Fellow of both the Chartered Insurance Institute and the Personal Finance Society.

  • K2 Leisure Centre
  • Pease Pottage Hill
  • Crawley
  • RH11 9BQ
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at